DiNuzzo Private Wealth’s Copa Holdings CPA Stock Holding History

DiNuzzo Private Wealth’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$934	Hold	6	–	–	﹤0.01%	917
2026 Q1	$682	Hold	6	–	–	﹤0.01%	992
2025 Q4	$724	Hold	6	–	–	﹤0.01%	976
2025 Q3	$705	Hold	6	–	–	﹤0.01%	997
2025 Q2	$660	Hold	6	–	–	﹤0.01%	990
2025 Q1	$555	Hold	6	–	–	﹤0.01%	1014
2024 Q4	$528	Hold	6	–	–	﹤0.01%	1062
2024 Q3	$564	Hold	6	–	–	﹤0.01%	1065
2024 Q2	$572	Buy	6 +1	+20%	+$100	﹤0.01%	995
2024 Q1	$521	Hold	5	–	–	﹤0.01%	963
2023 Q4	$532	Buy	+5	New	+$457	﹤0.01%	956

Other funds holding CPA

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return